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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-25-2017
- Office Locations
- 1
Office Locations
About Seattle Wealth Management LLC
Seattle Wealth Management is an independent Seattle-based RIA providing comprehensive financial planning, portfolio management, and integrated tax consulting for individuals and families, including business owners and retirees. The ensemble team approach (including a JD wealth manager and MBA general manager) focuses on customized, non-proprietary solutions and commonly implements portfolios with ETFs, with Charles Schwab as a primary custodian.
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Owner & Executives
ERIC ARTHUR JOHNSON
Chief Compliance Officer, Financial Planner, WEALTH MANAGER
- CRD
- #4663826
- Ownership
- 50% but less than 75%
DAN DAE YOUNG UHM
GENERAL MANAGER, President
- CRD
- #4701186
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,301,861 | $443,587 |
| Non-Discretionary | $0 | -- |
| Total | $131,301,861 | $443,587 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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